-83.1%
DIBS vs VOO
+96.1%
-179.2%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | +7.8% | +0.1% | +7.7% | +7.8% |
| 30D | -2.4% | +0.1% | -2.5% | -2.5% |
| 3M | +13.7% | +2.0% | +11.7% | +11.2% |
| 6M | -15.6% | +13.0% | -28.6% | -25.7% |
| YTD | -19.7% | +13.6% | -33.3% | -29.6% |
| 1Y | +74.3% | +20.1% | +54.2% | +45.0% |
| 3Y | +7.1% | +77.6% | -70.4% | -42.1% |
| 5Y | -73.7% | +82.4% | -156.2% | -86.2% |
| All | -83.1% | +96.1% | -179.2% | -89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling